Internal Investment Consultant-PERM ROLE global Investment Company (one junior role and one senior) 45k Base Junior Role 60k-65k Senior role.

The Internal Investment Consultant’s primary role is to drive sales and build relationships with financial advisors within a geographic territory. The Internal Investment Consultant is responsible for making proactive outbound calls to financial advisors to share sales ideas, provide product information, and offer sales support. The Internal Investment Consultant also works closely with an external partner to support administrative needs and assist in the development and implementation of a business plan and sales strategy. Additional duties include responding to inbound product and sales calls, scheduling wholesaler visits, and following up with client requests in a timely manner.

• Provide product information and sales support to financial advisors
• Work closely with External Investment Consultants to set up sales meetings and offer overall support and follow up
• Partner with External Investment Consultant to develop sales ideas and strategies
• Promote investment products to the brokerage community
• Manage and build financial advisor relationships
• Proactively follow up with clients and prospective clients in a timely manner
• Maintain and manage CRM system
• Occasional travel with wholesaler
• Work closely with External Investment Consultant and members of Internal Sales.
• Bachelor’s degree
• Series 7 and 66 licensed
• Excellent verbal and written communication skills
• Proficient in Microsoft Office Suite
• Must possess strong inter-personal and organizational skills
• Must demonstrate the ability to multi-task
• Must be able and willing to work in a team oriented environment

Junior Investment Operations Associate 50k-60k DOE Global Investment Company Midtown NY

Summary:
Perform portfolio administration and multi-currency reconciliation of institutional accounts and mutual funds, encompassing corporate actions, proxy voting, security master set-up and maintenance, pricing and reporting. All tasks are overseen by management.

Major Responsibilities/Activities:
•Daily transaction and position reconciliations as well as monthly position, market value and accrual reconciliations with timely research and resolution of discrepancies with custodians, Trade Support or other parties. This includes recurring client specific reporting and ad-hoc requests.
•Input daily cash entries into accounting system (FX, dividend, expenses, income, cash flows) which are subject to manager review
•Monitor, analyze and process all corporate actions in accounting system on behalf of institutional accounts and mutual funds
•Participate in daily end of day process under direct supervision by management. This process involves maintaining data integrity of cash, positions and trades in accounting and trading systems from current day to next business day. Includes interaction with senior management and internal departments.
•Prepare daily pricing files utilizing various external pricing sources and prompt submission to manager for review
•Security master set-up and maintenance of a wide range of security types (fixed income, equity, derivatives, futures, swaps)
•Obtain and input proxy vote elections from research analysts and portfolio managers and submit for manager approval. Ballot reconciliation, document maintenance (Power of Attorney, new accounts) and regulatory reporting. Provide quarterly and yearly proxy reporting to Client Service team.
•Compile firm AUM data from reporting system and internal departments on a monthly basis, as requested by management
•Prepare audit documentation as needed
•Frequent communication with internal departments (portfolio managers, trading desk, client service, technology and members of senior management) and external groups (custodians, clients, service providers)
•Responsible for maintaining daily and monthly oversight checklists

Summary:
Perform portfolio administration and multi-currency reconciliation of institutional accounts and mutual funds, encompassing corporate actions, proxy voting, security master set-up and maintenance, pricing and reporting. All tasks are overseen by management.

Major Responsibilities/Activities:
•Daily transaction and position reconciliations as well as monthly position, market value and accrual reconciliations with timely research and resolution of discrepancies with custodians, Trade Support or other parties. This includes recurring client specific reporting and ad-hoc requests.
•Input daily cash entries into accounting system (FX, dividend, expenses, income, cash flows) which are subject to manager review
•Monitor, analyze and process all corporate actions in accounting system on behalf of institutional accounts and mutual funds
•Participate in daily end of day process under direct supervision by management. This process involves maintaining data integrity of cash, positions and trades in accounting and trading systems from current day to next business day. Includes interaction with senior management and internal departments.
•Prepare daily pricing files utilizing various external pricing sources and prompt submission to manager for review
•Security master set-up and maintenance of a wide range of security types (fixed income, equity, derivatives, futures, swaps)
•Obtain and input proxy vote elections from research analysts and portfolio managers and submit for manager approval. Ballot reconciliation, document maintenance (Power of Attorney, new accounts) and regulatory reporting. Provide quarterly and yearly proxy reporting to Client Service team.
•Compile firm AUM data from reporting system and internal departments on a monthly basis, as requested by management
•Prepare audit documentation as needed
•Frequent communication with internal departments (portfolio managers, trading desk, client service, technology and members of senior management) and external groups (custodians, clients, service providers)
•Responsible for maintaining daily and monthly oversight checklists

Investment Operations Associate- Global Investment Company in Midtown NY Starting at 70k DOE plus OT Eligible & Bonus

Summary:
Perform portfolio administration and multi-currency reconciliation of institutional accounts and mutual funds, encompassing corporate actions, proxy voting, security master set-up and maintenance, pricing and reporting. All tasks are overseen by management.

Major Responsibilities/Activities:
•Daily transaction and position reconciliations as well as monthly position, market value and accrual reconciliations with timely research and resolution of discrepancies with custodians, Trade Support or other parties. This includes recurring client specific reporting and ad-hoc requests.
•Input daily cash entries into accounting system (FX, dividend, expenses, income, cash flows) which are subject to manager review
•Monitor, analyze and process all corporate actions in accounting system on behalf of institutional accounts and mutual funds
•Participate in daily end of day process under direct supervision by management. This process involves maintaining data integrity of cash, positions and trades in accounting and trading systems from current day to next business day. Includes interaction with senior management and internal departments.
•Prepare daily pricing files utilizing various external pricing sources and prompt submission to manager for review
•Security master set-up and maintenance of a wide range of security types (fixed income, equity, derivatives, futures, swaps)
•Obtain and input proxy vote elections from research analysts and portfolio managers and submit for manager approval. Ballot reconciliation, document maintenance (Power of Attorney, new accounts) and regulatory reporting. Provide quarterly and yearly proxy reporting to Client Service team.
•Compile firm AUM data from reporting system and internal departments on a monthly basis, as requested by management
•Prepare audit documentation as needed
•Frequent communication with internal departments (portfolio managers, trading desk, client service, technology and members of senior management) and external groups (custodians, clients, service providers)
•Responsible for maintaining daily and monthly oversight checklists

Summary:
Perform portfolio administration and multi-currency reconciliation of institutional accounts and mutual funds, encompassing corporate actions, proxy voting, security master set-up and maintenance, pricing and reporting. All tasks are overseen by management.

Major Responsibilities/Activities:
•Daily transaction and position reconciliations as well as monthly position, market value and accrual reconciliations with timely research and resolution of discrepancies with custodians, Trade Support or other parties. This includes recurring client specific reporting and ad-hoc requests.
•Input daily cash entries into accounting system (FX, dividend, expenses, income, cash flows) which are subject to manager review
•Monitor, analyze and process all corporate actions in accounting system on behalf of institutional accounts and mutual funds
•Participate in daily end of day process under direct supervision by management. This process involves maintaining data integrity of cash, positions and trades in accounting and trading systems from current day to next business day. Includes interaction with senior management and internal departments.
•Prepare daily pricing files utilizing various external pricing sources and prompt submission to manager for review
•Security master set-up and maintenance of a wide range of security types (fixed income, equity, derivatives, futures, swaps)
•Obtain and input proxy vote elections from research analysts and portfolio managers and submit for manager approval. Ballot reconciliation, document maintenance (Power of Attorney, new accounts) and regulatory reporting. Provide quarterly and yearly proxy reporting to Client Service team.
•Compile firm AUM data from reporting system and internal departments on a monthly basis, as requested by management
•Prepare audit documentation as needed
•Frequent communication with internal departments (portfolio managers, trading desk, client service, technology and members of senior management) and external groups (custodians, clients, service providers)
•Responsible for maintaining daily and monthly oversight checklists

Senior Channel Marketing Manager for RIA and Advisory Business Salary DOE Global Investment Company Midtown NY

About the Job
The Senior Channel Marketing Manager will be responsible for collateral and marketing support for the Advisory and RIA sales channels. This position will serve as one of the primary marketing contacts for the both business business and will work closely with the senior leadership team to build a strong product and content strategy and execute on marketing campaigns to establish the company as a strong player with RIAs and help differentiate us in the channel.

Functions:
•Develop a fully integrated marketing strategy to effectively position the company in the Advisory and RIA channels.
•Partner with internal colleagues (sales, product, client intelligence) to identify opportunities and generate content on relevant topics designed for this audience.
•Work closely with the firm’s global economics and strategies group to develop thought leadership programs and insights that can help RIAs and their client’s navigate the markets.
•Partner with our data analytics team and digital marketing team to provide more targeted client lists and precise client behaviors to our sales colleagues.
•Work closely with the broader marketing organization on the creation and execution of initiatives to ensure that the firm wide marketing plans align with the RIA channels strategic priorities and goals.
•Measure qualitative and quantitative results of strategic initiatives.

Qualifications:
•Proven ability to lead strategic marketing initiatives in the RIA and Advisory business segment.
•Excellent interpersonal and client relationship skills.
•Ability to manage and prioritize multiple projects simultaneously.
•Excellent verbal and written communications skills.
Minimum Experience:
7-10 years of marketing experience within the asset management business.
3-5 years of RIA specific marketing or sales experience.
Education and/or Experience
•Bachelor’s degree;
•Master’s degree, preferred;

Licenses
•Series 7

HR Generalist/Payroll/Benefits Specialist Global Investment Company Midtown NY

Payroll:
• Process and submit payroll for the company in United Kingdom, Brazil, and Canada.
• Point of contact for employee queries regarding payroll related topics, including payslip questions, changes to personal details, and time-off administration.
• Process transactions related to various payroll changes and conduct data integrity audits.
• Responsible for maintaining and updating all payroll process documentation, including employee-facing websites and standard operating procedures, and recommending improvements to processes.
• Act as the day-to-day contact for the external payroll providers on all payroll-related activities.
• Assist Finance & Accounting and HR Analytics with reconciliations between the external payroll provider and internal systems such as PeopleSoft.
• Responsible for payroll reporting and analysis in line with HR and business requirements.
• Participate in working groups and project teams as a payroll representative.
Benefits:
• Administer international employee benefits including pension plans, health insurance, dental insurance, underwriting, travel insurance, and location perks such as a gym subsidy.
• Answer health, pension and general benefits-related queries from employees.
• Act as the initial contact between the brokers and insurers on all benefits-related issues.
• Assist in the maintenance and development of the benefits intranet, benefits brochure, and communication campaigns for the company.
• Coordinate local benefits and well being initiatives with the HR teams including annual enrollment, well being days, health screenings, and flu jabs.
• Create and maintain up-to-date folders for all employee benefit information.

Minimum of 3 – 5 years of relevant experience is required.
• Strong working knowledge of international payroll, benefits, and employer legal requirements.
• Ability to balance “hands-on” administrative needs with client service responsibilities.
• Strong commitment to providing quality work and attention to detail; work must be delivered accurately and on-time.
• Experience working in cross-functional and multi-cultural teams.
• Able to function independently in a fast-paced environment.
• Commitment to understanding and applying HR best practices.
• Possess intermediate/advanced knowledge of Excel.
• Experience using HR systems (such as PeopleSoft, ServiceNow, SharePoint, and SAP).

Marketing Analyst/Associate Midtown NY (consulting contract) $24/hr-$28/hr DOE

The main function of a marketing analyst is to research market conditions in local, regional, or national areas to determine potential sales of a product or service. A typical marketing analyst is responsible for gathering information on competitors and methods of marketing and distribution.

Job Responsibilities:
• Collect and analyze data on customer demographics, preferences, needs, and buying habits to identify potential markets and factors affecting product demand.
• Prepare reports of findings, illustrating data graphically and translating complex findings into written text.
• Forecast and track marketing and sales trends, analyzing collected data.
• Seek and provide information to help companies determine their position in the marketplace.

Skills:
• Verbal and written communication skills, negotiation skills, customer service and interpersonal skills.
• Basic ability to work independently and manage one’s time.
• Basic knowledge of principles and methods for showing, promoting, and selling products or services.
• Basic knowledge of media production, communication and dissemination techniques and methods.

Education/Experience:
• Bachelor’s degree in marketing or equivalent training preferred.
• 0-2 years related experience required.

Executive Assistant Global Investment Company Midtown NY 80k DOE

Coordinate and attend departmental meetings; handle agenda, minutes and follow-up tasks;
• Assist with coordinating calendars for internal and external scheduling of meetings;
• Assist with event planning;
• Perform administrative tasks such as expenses, phone coverage, conference room booking, ordering supplies, travel coordination, check requests, etc.;
• Assume additional tasks and responsibilities as required; willingness to help across teams within the institutional group is required
Highly organized, resourceful, detail-oriented person who is comfortable working both independently within a team environment
• Experienced in Outlook calendar functions
• Excellent in Microsoft software products including: Word and PowerPoint
• Able to handle multiple assignments; knows how to prioritize; understands and adheres to standards of confidentiality
• Excellent technical skills; must be able to learn various software systems
• Self-motivated, personable and able to communicate effectively with senior professionals
• 7 years+ experience working in the financial services industry and/or Institutional investment advisory experience preferred.
• Excellent (written and verbal) communication skills
• Bachelor’s degree preferred

Trade Operations Specialist Houston Texas 90k DOE plus bonus

Perform mid/back office functions for hedge trading:
a.Monitor and report credit exposure of both clearing brokers and internal account owners; Set up and adjust credit limits; (10%)
b.Check clearing broker statements to guarantee accuracy of trade recording, fee & commission calculation, and process margin calls/refunds; Communicate with clearing broker directly when necessary. (5%)
c.Lead monthly account reconciliation between MIC/ENE and hedge account owners, including calculation of trade P/L, interest on margin monies, and MIC commission. (5%)
d.Direct back office staff and perform back office duties when necessary, including processing margin calls/refunds, and generating necessary accounting documents. (10%)
e.Communicate regularly with back office staff in Tokyo and Singapore to ensure quality of service. (5%)
f.Communicate as needed with corporate Risk Management Department and Legal Department to keep up with the latest compliance requirements. (5%)

2.Manage mid/back office for physical trading:
a.Monitor and set up credit lines for customers. (5%)
b.Perform crude & product cargo operations, from laycan confirmation, vessel nomination, vessel vetting, loading confirmation, document distribution, through the financial transaction. (10%)
c.Report mark to market positions as necessary (5%)

3.Petroleum-related information gathering and sharing / Energy Market Report.
a.Edit and Publish Daily Energy Market Report (10%)
b.Gather petroleum news and share with related personnel (15%)
c.Analyze petroleum market situation upon request (15%)

4.Interaction
a.Get approval of payments/credits from the authorized signatory related to clearing everyday.
b.Communicate well with Mangers and Assistants to manage the middle/back office work to ensure the smooth operation of the petroleum business.
c.Contact HQ in Tokyo and regional HQ in New York to manage financial and credit matters.
d.Contact clearing brokers, banks to manage clearing finance.
e.Contact clients in petroleum business to carry out petroleum physical cargo and financial operations
f.Communicate with Consultants and brokers for information gathering

Recruiter Position Midtown NY 110k-160k base DOE

•Develop and refine and execute on a consistent, company wide lateral and campus recruiting strategy while working with heads of respective departments to define and implement bespoke approaches to maximize recruitment effectiveness
•Facilitate teams and hiring managers in the development of detailed job scopes consisting of job descriptions, candidate quality assessments and success factors
•Define strategy for posting to appropriate job boards, newspapers, campuses, etc.
•Source and attract candidates by using databases, social media and personal networks
•Define strategy for consistent and effective screening of candidate resumes and job applications making recommendations to hiring managers on whom to advance in the screening process
•Facilitate and participate in interviews using various reliable human capital selection tools to identify the best candidates for each role
•Construct interview structures, questions and interviewer slates to ensure a fair, consistent and effective screening process, a positive candidate experience and a thorough assessment of candidate’s skills
•Assess applicants’ relevant knowledge, soft skills, experience, aptitudes and culture fit
•Act as a point of contact and build influential candidate relationships during the selection process
•Promote the company’s culture and reputation to attract the type of candidate who is most likely to excel in our environment
•Assist hiring managers and Head of HR to determine and receive approval on appropriate offer terms
•Prepare, check and distribute all offer materials; manage all questions and negotiations with final stage candidates
•Work with the broad HR team to on-board new employees in order to become fully integrated

Senior Administrative Assistant 70k-80k Midtown NY

•Answer and screen telephone calls; when appropriate, refer or direct calls to appropriate parties
•Prepare, type, and edit documents using Microsoft Office
•Schedule and coordinate meetings and appointments, arrange conference calls and video conferences, book meeting rooms, coordinate catering requirements with hospitality department
•Greet and assist visitors
•Coordinate domestic and international travel arrangements, prepare travel itineraries
•Coordinate local travel arrangements and accommodations for visiting executive guests
•Prepare travel reimbursement reports and check requests and work with Finance to ensure timely payments; review expense reports
•Maintain hard copy and electronic filing systems
•Proactively seeks out ways to develop systems and continually services the needs of the team to ensure time is focused on accomplishing priority objectives
•Facilitate and track communications internally and externally
•Assist with key priorities, maintain task list
•Follow-up on meetings and assist with deliverables
•Maintain contacts directory, personnel files and records
•Perform general office duties to include, but not limited to: printing, photocopying, faxing, mailing, preparing courier packages, filing
•Maintain confidentiality of client and employee information

•Bachelor degree highly preferred and minimum 2 years administrative experience
•Strong Microsoft Office Skills (Outlook, Word, Excel, PowerPoint)
•High degree of integrity, confidentiality, initiative, accountability, and strong work ethic
•Excellent communication skills in person, on phone, and by email and voicemail
•Strong proofreading and grammatical skills
•Ability to prioritize and manage multiple on-going tasks and projects
•Attention to detail and quality of work product